Working at eMoney Advisor | Glassdoor

eMoney Advisor Overview

Radnor, PA
201 to 500 employees
Company - Private
Enterprise Software & Network Solutions
Unknown / Non-Applicable
eMoney Advisor, LLC is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for ... Read more

Mission: eMoney's mission is to transform the way financial professionals deliver advice at scale and build collaborative relationships with their clients.

Company Updates

  • Double Down! eMoney Takes Home Two Awards in the Technology Providers Category for Advanced Analytics and Advisor Assurance!.

    eMoney Scoops Up Two Wins at the 2017 Wealth Management Industry Awards - eMoney Advisor Blog

    eMoney had a highly successful night on Wednesday, October 11 - walking away with two wins at the prestigious 2017 Wealth Management Industry Awards. Organized by a great team at, and held at one of New York's most luxurious landmarks, The Plaza Hotel, eMoney won awards in the Technology Providers Category for Financial Planning (Advanced Analytics) and ...

  • eMoney Advisor announces details about upcoming integration with Schwab, among others scheduled for 2018.

    eMoney Advisor announces details about upcoming integration with Schwab, among others scheduled for 2018 - eMoney Advisor Blog

    Schwab OpenView Gateway™ integration reinforces eMoney's commitment to serving multiple custodians New integrations with Envestnet | Tamarac and Box coming next year RADNOR, Pa. - Nov. 16, 2017 - eMoney Advisor (eMoney) today announced plans to add an integration later this year with OpenView Gateway™, the integration platform from Schwab Advisor Services, the largest custodian of independent advisor assets.

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eMoney Advisor – Why Work For Us?

Our people are our greatest strength.

Talent, passion, personality and drive - our culture reflects the team that we are, and the team that we strive to be.

OUR VISION: Lead the digital transformation of the wealth management industry globally
OUR MISSION: Revolutionize the way trusted advisors serve the needs of their clients

For Advisors, By Advisors.

As a successful financial advisor to high-net-worth families in the late 1990's, Edmond Walters was on the hunt for a practice management and productivity tool that would update client accounts more efficiently and revise their financial plans more judiciously. But having spent his career working to become a trusted and resourceful advocate for his clients, he also looked for a software solution that would improve their experience as well.

But it didn't exist. In 2000, Edmond founded eMoney Advisor.

Born of Edmond's obsession to meet his clients' spoken and unspoken needs, eMoney was designed for dual masters: Both the advisors looking for an edge, as well as the clients they serve. From its inception, eMoney was relentless in its pursuit to develop the leading wealth management experience offering a solution that not only strengthens the advisor/client relationship but also enables financial advisors to lead the lifestyle—and leave the legacy—they envision.

Today, eMoney aggregates more than $1.7 trillion dollars in assets for more than 30,000 financial professionals across three countries and in all fifty states, serving a million end-clients. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities, and win their clients' confidence and loyalty.

Though we're driven to lead through innovation, the defining principle of eMoney's existence will always remain the same: An unwavering dedication to helping advisors and their clients achieve success.

Ed O’Brien (CEO)

Named CEO of eMoney Advisor in March 2016, Ed O’Brien has spent his 30-year career focused on the development of technology platforms that enable business growth for financial professionals.

Ed most recently served as senior Vice President and Head of Platform Technology for Fidelity Institutional. In this role, he oversaw the team responsible for managing the development and operation of the platform technology supporting registered investment advisor (RIA), broker-dealer and family office clients of Fidelity’s clearing and custody businesses. During that time, Ed and his team were granted two patents for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology to support RIAs and family offices.

Outside of his Fidelity career, Ed launched AdvisorTech, a business that successfully introduced a technology platform for financial advisors in Japan, South Korea and Germany. In addition, he has served as president and board member for the Providence Society of Financial Analysts.

Ed received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley College in 1991.

Nicholas J. Dilisi, Jr. (Head of Technology)

Nick currently serves as Head of Technology at eMoney Advisor, overseeing software development and IT operations for the company. As one of the employees who co-founded eMoney in 2000, he served as Chief Technology Officer and Chief Information Officer in previous roles. He is also a member of eMoney’s core leadership team.

Prior to his career at eMoney, Nick was Vice President of Development at VerticalNet, Inc., where he was responsible for building the firm’s technology group, as well as the migration and implementation of the technology used to power nearly five dozen B2B Communities. He also served as the Vice President of Presentation Systems at Reality Online, a Reuters company. In that role, he oversaw the technical development of Internet and client/server applications and was responsible for Reality’s core technology and the suite of applications under the award-winning Reuters Money Network product line.

Nick earned a bachelor’s degree in computer science from Drexel University in 1988.

Megan Murray (Head of Finance) 

Megan has served as eMoney Advisor’s Head of Finance since August 2015. She oversees teams dedicated to finance, human resources and facility management. Along with ensuring that eMoney is financially thriving and positioned to maintain its fast pace of innovation, Megan and her teams focus on developing and retaining talent and maintaining eMoney’s collaborative company culture. She also serves on eMoney’s core leadership team

Prior to joining eMoney, she spent 14 years at Fidelity, where she held multiple finance roles across the organization, with responsibilities that included rebuilding the Financial Architecture platform for both the workplace and retail organizations, enabling each to view multidimensional economic analytics.

Megan earned a bachelor’s degree in accounting from Villanova University and Master of Business Administration from Boston College. A Philadelphia-area native, Megan lives in the area with her husband and four children.

Frank Tropiano (Head of Product)

Currently serving as Head of Product, Frank is responsible for the Product Management and Enterprise Implementations teams at eMoney Advisor. Frank joined the company in 2002 and has spent his 25-year career focused on the development of financial applications, including online brokerage trading and e-commerce systems. He also serves on eMoney’s core leadership team.

The former Regional Operating Officer and Director of eSolutions for Breakaway Solutions, Inc., an Internet consulting company and application service provider, Frank was responsible for operational activities for the Mid-Atlantic region as well as for a web-based development team for Breakaway’s Philadelphia Solutions Lab. Prior to joining Breakaway, Frank held various leadership roles at Reality Online, a Reuters’ company, including Vice President of Reuters Web Development, Vice President of Development, Director of Content Services, Director of Data Center Operations and Director of Macintosh Products.

Additionally, he was part of a team that designed and built the award-winning financial planner software “Wealth Builder by Money Magazine” and has extensive experience collecting, processing and distributing real-time and historical financial data over the Internet.

Frank earned his bachelor’s degree in computer science from Drexel University in 1988.

Matt Schulte (Head of Financial Planning)

Matt currently leads eMoney’s financial planning department, which focuses on helping clients fully utilize eMoney’s dynamic financial planning tools. As one of the founding employees of eMoney Advisor in 2000, he has had various responsibilities and has made significant contributions toward the feature-set definition of the platform. He has also been heavily involved in the implementation of the platform with enterprise clients and currently serves on the core leadership team.
He has more than 15 years of experience in the financial services industry. Prior to joining eMoney, he was an Advanced Marketing Consultant with Prudential Securities, responsible for marketing efforts in the Northeast.

Matt earned his bachelor’s degree in business from the University of Minnesota and holds a Master of Business Administration with a concentration in financial services from St. Thomas University. He holds the CLU, ChFC and CFP® professional designations.

Stephen R. Langlois (Head of Business Development)

Stephen leads business development and oversees eMoney’s revenue-generating departments, including advisor and firm sales, enterprise sales, client development, and strategic partnerships. Additionally, Stephen serves on the core leadership team is based in our Providence office.

Stephen previously served as SVP of Strategic Business Development at Fidelity Wealth Technologies and has been working with eMoney over the last two years to build new relationships and support business development with large enterprises. Prior to his work at Fidelity, Stephen was EVP of Strategic Development for LPL Financial, playing a critical role in LPL’s adoption of eMoney.

Mr. Langlois received a bachelor of arts with a distinction in economics from Colby College and an MBA from Dartmouth College – Amos Tuck School of Business Administration, where he was an Amos Tuck Scholar.

Jason Reiser (Head of Legal)

As General Counsel at eMoney Advisor, Jason oversees the legal affairs of the company, including the structuring and negotiation of eMoney’s transactions, intellectual property protection, litigation matters and data privacy issues. He and his expanding team work to assist in the delivery of eMoney’s products and services to customers and vendors through the management of contracts and procurement processes. In addition to these duties, Jason chairs the risk committee, serves as eMoney’s privacy officer and is a member of eMoney’s core leadership team.

Prior to joining eMoney in 2013, he was an attorney at Pepper Hamilton LLP, specializing in intellectual property commercialization, venture capital financing and technology development.

Jason earned a bachelor’s degree in economics from Bucknell University and received his Juris Doctor from Rutgers University School of Law. He is also designated as a Certified Information Privacy Professional (CIPP/US) by the International Association of Privacy Professionals.

Steve Levis (Head of Client Engagement)

Steve is the Head of Client Engagement at eMoney Advisor, responsible for helping the company’s 40,000 clients maximize their experience with the eMoney platform. Overseeing more than 100 employees serving in the award-winning Client Engagement department, which includes teams dedicated to Training, Success Coaching, Client Support via phone, email and chat, Data Entry Services and Data Service Support, Steve also serves on eMoney’s core leadership team.

Since joining the company in 2010, he has worked in several capacities, including directing the Financial Planning and Tech Support teams, as well as Customer Service department. Prior to his time at eMoney, Steve enjoyed a career in financial services with the Vanguard Group, which included advising clients and managing call center departments.

Steve earned a bachelor’s degree from The Pennsylvania State University, and holds the CFP® designation.

Join the eMoney team. Be a part of something great.

eMoney offers a fast-paced, highly collaborative work environment that empowers each individual to realize their full potential.

Want to make a difference in the financial lives of millions of individuals? That's what we do at eMoney.

We build great software to help financial advisors deliver important advice and a meaningful experience to their clients. Every time a client meets with an advisor using our software, we're proud.

Click here to check out our open positions!

eMoney Advisor Reviews

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Ed O'Brien
15 Ratings
  • "Sofware Developer"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Associate Software Engineer in Radnor, PA
    Current Employee - Associate Software Engineer in Radnor, PA
    Positive Outlook
    Approves of CEO

    I have been working at eMoney Advisor full-time (More than a year)


    I'm a member of the Data Services team.

    I started here pretty fresh out of college with an interest in web technologies but no real context to go off of. My degree in CS focused a lot more on straight code and theory as opposed to exposure to different technologies. It made this job a perfect fit since the focus is on building sound object oriented code that interfaces directly with a multitude of different websites.

    Due to how quality focused this team is, its been a good growth experience for me. I've been able to really fill in the gaps from my degree and learn about what makes code more maintainable and extendable vs simply being efficient and correct.

    Anyone looking to start their career should give this job a hard look. Even if its not a path you want to pursue long term, this job is good for refining your skills and building confidence in your abilities.


    We had a rocky transition from our startup phase to being more corporate. Its been a compromise all around.

    Advice to Management

    Listen to your engineers, even if their suggestions don't align with the business focus their concerns are always around delivering the highest quality of work.

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eMoney Advisor Photos

eMoney Advisor photo of: Game Room
eMoney Advisor photo of: 2017 Wealth Management Industry Awards
eMoney Advisor photo of: Be the Change Wall
eMoney Advisor photo of: Spike Ball Tournament at 2017 San Diego Picnic
eMoney Advisor photo of: Bump Ball
eMoney Advisor photo of: 2017 San Diego Company Picnic
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eMoney Advisor Interviews



Getting an Interview

Getting an Interview




  1. Helpful (1)  

    Talent Acquisition Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Easy Interview


    I applied online. The process took 6 weeks. I interviewed at eMoney Advisor.


    I got. call out of the blue from a recruiter apologizing for being late for our call. I explained I never got an interview request, but then found an email in my spam folder. Since she was late, we rescheduled for later that day - That call did not happen. 3 hours later I got a call asking if we could reschedule for the next day. I agreed and scheduled a call for 10 a.m. I got a call from the recruiter at 10:25 am. apologizing again,. She said she was in her car and there was no way she could take notes. We chatted for less than 10 minutes. She complained about being so busy and about another recruiter being out sick, but we never really discussed the job or my background. We discussed salary and at that point she dismissed me. I had to follow up a month later to find out the status of my phone screen and received an immediate reply rejecting my application. Awful experience. Just awful... I'm embarrassed to be in the same industry as this person.

    Interview Questions

    • What was my salary requirement   1 Answer
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eMoney Advisor Awards & Accolades

  • Best Wealth Management Platform, 2017 FinTech Breakthrough Awards, 2017
  • Technology Providers: Financial Planning, Industry Awards, 2017
  • Technology Providers: New Applications Innovation, Industry Awards, 2017
  • Silver Award: Contact Center of the Year, The Stevie Awards, 2016
  • Bronze Stevie: Customer Service Department of the Year, The Stevie Awards, 2016
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